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CIK: 0002039144
Total reported value
$166.3M
$166.3M
128 檔
30.1%
In Q4 2025, Hickory Point Bank & Trust's U.S. equity holdings reached a combined market value of $166.3M, distributed across 128 disclosed stock positions.
Hickory Point Bank & Trust executed strategic sector rebalancing during Q4 2025, establishing 6 new positions while fully exiting 4 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 14.62% | +0.05% | -1.09% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.92% | -0.01% | +0.07% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.79% | -0.03% | — | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.77% | +0.73% | +1.06% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | +0.48% | — | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.21% | +0.02% | +3.92% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.19% | +0.16% | -1.44% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.19% | +0.29% | -0.43% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.14% | -0.12% | — | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.06% | -0.11% | +0.40% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.84% | +0.32% | -1.66% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.69% | -0.13% | -4.00% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.55% | -0.01% | +0.23% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.42% | -0.02% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | +0.01% | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | +0.01% | — | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.12% | +0.05% | +6.30% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 1.12% | -0.28% | — | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.04% | -0.98% | EXIT | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.03% | -0.09% | +0.44% | |
| 21 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 1.01% | +0.03% | — | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.98% | +0.19% | +2.62% | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.88% | +0.04% | -0.42% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.86% | -0.02% | +11.02% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.85% | -0.05% | +0.27% | |
| 26 | NEM | Newmont CORP | Stock-Materials | 0.85% | +0.11% | — | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.81% | +0.06% | +21.55% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.79% | -0.11% | — | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.76% | +0.08% | +0.50% | |
| 30 | DE | Deere & Co | Stock-Industrials | 0.69% | +0.02% | — | |
| 31 | CMI | Cummins Inc | Stock-Industrials | 0.67% | -0.24% | — | |
| 32 | GD | General Dynamics CORP | Stock-Industrials | 0.67% | -0.04% | — | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.05% | +3.18% | |
| 34 | C | Citigroup Inc | Stock-Financials | 0.64% | -0.09% | — | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.58% | -0.02% | — | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.57% | +0.38% | +26.83% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.57% | +0.01% | +1.59% | |
| 38 | RSG | Republic Services Inc | Stock-Industrials | 0.56% | -0.02% | — | |
| 39 | GM | General Motors Co | Stock-Consumer Disc | 0.54% | -0.01% | — | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.01% | +0.99% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | -0.02% | -0.44% | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.50% | -0.04% | — | |
| 43 | GE | General Electric | Stock-Industrials | 0.50% | -0.08% | +1.13% | |
| 44 | TEL | TE Connectivity plc | Stock-Tech | 0.48% | — | — | |
| 45 | ECL | Ecolab Inc | Stock-Materials | 0.48% | -0.02% | — | |
| 46 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.46% | -0.05% | — | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.45% | -0.03% | — | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | -0.06% | — | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.44% | +0.04% | -7.47% | |
| 50 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 0.44% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.3% | -4.00% | Trim |
| 2 | CAT | Caterpillar Inc | +0.2% | — | Unchanged |
| 3 | MRK | Merck & Co. Inc. | +0.1% | +0.50% | Add |
| 4 | BSV | Vanguard Short-term Bond ETF | +0.1% | +21.55% | Add |
| 5 | GM | General Motors Co | +0.1% | — | Unchanged |
| 6 | WBD | Warner Bros Discovery Inc | +0.1% | — | Unchanged |
| 7 | NEM | Newmont CORP | +0.1% | — | Unchanged |
| 8 | VCIT | Vanguard Int-term Corporate | +0.1% | +26.83% | Add |
| 9 | CMI | Cummins Inc | +0.1% | — | Unchanged |
| 10 | GMED | Globus Medical Inc - A | +0.1% | — | Unchanged |
| 11 | AAPL | Apple Inc | +0.1% | -0.43% | Trim |
| 12 | CSCO | Cisco Systems Inc | +0.1% | — | Unchanged |
| 13 | C | Citigroup Inc | +0.1% | — | Unchanged |
| 14 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +3.92% | Add |
| 15 | EFA | Ishares Msci Eafe ETF | +0.1% | +6.30% | Add |
| 16 | GLDM | Spdr Gold Minishares Trust | +0.1% | +17.13% | Add |
| 17 | VGK | Vanguard Ftse Europe ETF | +0.1% | +0.40% | Add |
| 18 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +11.02% | Add |
| 19 | WMT | Walmart Inc | +0.1% | +3.18% | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 21 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 22 | TMO | Thermo Fisher Scientific Inc | 0% | — | Unchanged |
| 23 | JNJ | Johnson & Johnson | 0% | -0.04% | Trim |
| 24 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 25 | BAC | Bank Of America CORP | 0% | +0.27% | Add |
| 26 | COF | Capital One Financial CORP | 0% | — | Unchanged |
| 27 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 28 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 29 | KO | Coca-cola Co/the | 0% | +1.59% | Add |
| 30 | RTX | Rtx CORP | 0% | — | Unchanged |
| 31 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 32 | BNY | Bank Of New York Mellon CORP | 0% | — | Unchanged |
| 33 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 34 | KLAC | Kla CORP | 0% | -4.41% | Trim |
| 35 | HEDJ | Wisdomtree Europe Hedged Equ | 0% | — | Unchanged |
| 36 | BA | Boeing Co/the | 0% | +4.72% | Add |
| 37 | MCK | Mckesson CORP | 0% | -0.97% | Trim |
| 38 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 39 | SOLV | Solventum CORP | 0% | — | Unchanged |
| 40 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 41 | GE | General Electric | — | +1.13% | Add |
| 42 | TEL | TE Connectivity plc | — | — | Unchanged |
| 43 | UPRO | Proshares Ultrapro S&p 500 | — | — | Unchanged |
| 44 | INTC | Intel CORP | — | -4.62% | Trim |
| 45 | CNI | Canadian Natl Railway Co | — | — | Unchanged |
| 46 | PEP | Pepsico Inc | — | +1.51% | Add |
| 47 | IBM | Intl Business Machines CORP | — | -1.48% | Trim |
| 48 | TRV | Travelers Cos Inc/the | — | — | Unchanged |
| 49 | HBT | Hbt Financial Inc/de | — | — | Unchanged |
| 50 | BDX | Becton Dickinson And Co | — | — | Unchanged |
According to official SEC Form 13F filings, Hickory Point Bank & Trust reported a total U.S. public equity portfolio value of $166.3M across 128 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, SPY, IEFA) accounted for 30.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
CZR
市值: $333.3K
Top Position Liquidated / Trimmed
6D8
前期市值: $368.2K
During Q4 2025, Hickory Point Bank & Trust's top holdings by market value included ITOT (14.6%)、SPY (10.9%)、IEFA (5.8%). The largest single position, ITOT, represented 14.6% of total portfolio value.
In Q4 2025, Hickory Point Bank & Trust made 56 total portfolio adjustments, initiating 6 new buys, adding to 24 positions, trimming 22 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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